+1,027.5%
SMH vs DOW
-17.0%
+1,044.5%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.1% | +3.5% | +2.2% |
| 7D | +0.3% | -1.4% | +1.7% | +0.8% |
| 30D | -2.8% | -3.9% | +1.1% | -1.6% |
| 3M | -6.7% | -12.7% | +6.0% | -2.9% |
| 6M | +41.8% | -13.7% | +55.5% | +44.7% |
| YTD | +57.9% | +28.4% | +29.5% | +34.3% |
| 1Y | +87.6% | +21.8% | +65.9% | +61.6% |
| 3Y | +282.9% | -35.7% | +318.6% | +325.4% |
| 5Y | +330.4% | -36.8% | +367.2% | +377.3% |
| All | +1,027.5% | -17.0% | +1,044.5% | +861.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded DOW wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling